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Lesson 05 · Work with Richard AI

Agent Mode

Agent Mode lets a founder describe an outcome and have Richard complete the multi-step work. Ask Mode is better for a quick question, research request, or piece of guidance.

Open Richard AI, choose Agent Mode when you want work completed, or switch to Ask Mode when you need research, analysis, or strategic guidance.
How it works

Give the agent a clear outcome

  1. Describe the resultState the target, constraints, and expected output in plain language.
  2. Review the planRichard breaks the work into steps and shows its progress.
  3. Approve important actionsReview any consequential action before it is completed.
  4. Use the resultReview the research, pipeline update, draft, or recommendation produced.
Good use cases

Tasks to demonstrate

  • Find and qualify investorsBuild a targeted list against the founder’s round criteria.
  • Update the pipelineOrganize investor records and prepare the next actions.
  • Prepare for a meetingResearch the investor and create a focused briefing.
  • Analyze conversationsReview meeting feedback and identify ways to improve the pitch.
Go deeper into Richard AI and both modes →